STRATMOR Group

Missed the March Advisory Angle episode? No problem! We've got you covered. https://lnkd.in/gvaK62ca In this session, Garth Graham and Kristopher van Beever explored the incredible potential of AI in the mortgage industry, and how it can help streamline processes and improve decision-making. Want to see AI in action? ?? Drop a comment on this post, and we'll send you the AI-generated notes from the webinar (with a few human-touch reminders about the importance of judgment when using AI!). Interested in how AI can elevate your business? Reach out to STRATMOR Group and let’s talk about AI solutions that fit your needs. Thanks for the Chrisman Commentary for making Advisory Angle possible! #MortgageLending #AI #AdvisoryAngle #ArtificialIntelligence #TechInMortgage

Mortgage professionals: Don't let poor service turn your clients away. Just like a struggling restaurant on the TV show "Kitchen Nightmares," your processes might be driving borrowers away—even if your rates are competitive. In his latest article, STRATMOR Group Customer Experience Director Mike Seminari dives deep into how mortgage lenders can avoid becoming a "Mortgage Nightmare." Key takeaways: ? Streamline communication for better transparency ? Simplify the customer journey for smoother transactions ? Personalize the experience to build lasting relationships Your clients deserve more than just a good rate—they deserve a seamless, supportive experience. Learn how to elevate your service and keep clients coming back. ?? Read the full article: https://lnkd.in/gghWHzph #Mortgage #CustomerExperience #MortgageLending #CustomerSatisfaction #MortgageIndustry

AI is reshaping lending operations with promises of enhanced efficiency, accuracy, and the ability to navigate new routes. However, despite the clear potential, many lenders remain uncertain about selecting the right technology partners and implementing AI solutions while maintaining regulatory compliance and customer satisfaction. Join us next week for the March episode of Advisory Angle, powered by the Chrisman Commentary. Garth Graham and Kristopher van Beever will talk about AI applications already delivering results, emerging tech poised to reshape lending practices and more. Register now: https://lnkd.in/gXVtc_Ee

?? All Aboard the AI Train! ?? The future of lending is here, and it's powered by Artificial Intelligence. In our latest article, STRATMOR Group principal advisor Kristopher van Beever put together a practical roadmap for incorporating AI into your lending strategies. From streamlining operations to enhancing decision-making, AI is not just a buzzword — it’s a game-changer. Discover actionable insights on how AI can transform your processes, improve customer experiences, and boost profitability. Check out the full article and get started on your AI journey today: https://lnkd.in/gR3U_rJ5

?? Congratulations, Sue! ?? This is such exciting news, and we couldn't be more thrilled for you as you step into this new role at InGenius! Your passion is exactly what makes you such a powerhouse, and we know your leadership will help InGenius deliver even greater value to their customers and the entire mortgage ecosystem. We’re grateful that you'll continue to wear your STRATMOR hat as a Senior Advisor. Your deep expertise and vision are invaluable, and we look forward to continuing to work alongside you to drive positive change and innovation across the industry. And yes, we’ll make sure to chat with Garth about that STRATMOR swag — let’s make it happen! ??

The recent catastrophic wildfires in Los Angeles are a stark reminder of the broader economic ripple effects disasters can cause. It's not just about lives and properties—these events can have far-reaching impacts on local, state, and national economies. In his latest article, Rob Chrisman discusses how catastrophic events like wildfires and hurricanes affect the housing market, insurance rates, local economies, and more. From a real estate shakeup in LA to the challenges facing lenders and servicers, understanding economic resilience in these contexts is crucial. Dive into the full article to understand how mortgage lenders can navigate such economic storms and the potential for recovery: https://lnkd.in/gnvE73bc

The mortgage industry is expected to shift in 2025, making it an ideal time to re-evaluate your technology stack. However, selecting technology providers is just one piece of the puzzle. Successfully implementing a new technology solution requires careful strategic planning, alignment, and effective change management across your organization. Join STRATMOR Group experts Garth Graham, Sue Woodard, and Brett McCracken at ICE Experience #X25 in Las Vegas on March 12 for a hands-on, workshop-style session on this critical topic. They'll discuss the latest mortgage technology trends and share proven strategies for identifying gaps and opportunities in your technology stack, setting clear expectations with current and prospective technology partners, and rolling out technology changes within your organization to maximize adoption and ROI. https://lnkd.in/gcMqbUbT ICE Mortgage Technology

The outlook for Consumer Direct mortgage lenders in 2025 is a mix of opportunities and challenges, shaped by evolving market dynamics, technological advancements, and consumer behavior shifts. Join us in Chicago, May 21 and 22, 2025, for the STRATMOR Group Consumer Direct Workshop, designed specifically for CD lenders looking to remain competitive and grow their revenue in 2025. STRATMOR experts Garth Graham, Brett McCracken, Sue Woodard, and your lender peers will explore key strategies that will set you apart in a competitive market, from personalizing the customer experience to leveraging cutting-edge technology for increased efficiency. Space is limited! Learn more and register today: https://lnkd.in/gdT-9Tdd

A massive round of applause to the lenders earning our MortgageCX Best-in-Class awards for 2024! Guild Mortgage | Independent Wintrust Mortgage | Bank Veterans First Mortgage | Consumer Direct American Heritage Lending, LLC | Non-QM We'd also like to congratulate Best-in-Class winners of various sub-categories, including Loan Officers, Processors, Application Process, Closing Process, Communication, and Preparedness. These winners include: PrimeLending, A PlainsCapital Company, HomeStreet Bank, Commerce Bank, Glacier Bank, and Lakeview Loan Servicing, LLC. STRAMOR’s MortgageCX Awards Program recognizes excellence in the delivery of the customer experience by mortgage lenders and their employees. These lenders understand that exceptional CX isn't just about satisfaction; it's about building loyalty, driving advocacy, and creating meaningful connections. Their success demonstrates that investing in CX is investing in the future. Congratulations on this well-deserved achievement! #MortgageCX #BestinClass #CustomerExperience #CX #Awards

And that's a wrap! Senior Partner Garth Graham moderated an insightful session on retention trends in the mortgage industry yesterday in Austin to close out IMB 2025. Some key takeaways: - 2.5-year high retention levels and 30% recapture on refis - Unusual trend: More people are selling outright rather than selling and buying. - Some high-rate customers still won’t refi due to lack of trust or info - A slight rate dip could spark another refi "boomlet" - 35% of first-time homebuyers choose lenders via realtor referral - Taxes and insurance are causing payment hikes—refi candidates may not be as “in the money.” Special thanks to Conrad Ficca, Jaime Becharas, and Nolan Turner for an awesome conversation! And to Sue Woodard for capturing the fantastic photos. #MBA #IMB25 #MortgageRetention #RefiTrends #MortgageIndustry